1. Editing quote product list:
Admin can update the product price and quantity by adjusting price and quantity fields below:
Admin adds more products to the quote list by clicking on “Browse products” button and selecting products:
After editing the quote list, admin can resend a quote email to customers by clicking on the “Resend email” button:
2. Quote status:
In the quote information, you are able to:
- Mark this quote as unread. This quote will appear in the “Unread” tab in the Quote list.
- Mark this quote as purchased. This quote will appear in the “Purchased” tab in the Quote list.
- Convert this quote to a draft order (check this guide for more information). This quote will appear in the “Order” tab in the Quote list.
3. Quote activity log
The activity log of a quote can be at the bottom of a quote: